Dorsey Asset Management, LLC
Pat Dorsey · As of Q1 2020 · filed May 15, 2020
| META META PLATFORMS INC-CLASS A | 25.5% | Added +35.1% | 605,377 | $101.0M |
| WIX WIX.COM LTD | 14.1% | Added +0.7% | 555,291 | $56.0M |
| GOOG ALPHABET INC-CL C | 13.7% | Added +352.5% | 46,803 | $54.4M |
| AVLRUSD AVALARA INC | 13.0% | Reduced −43.9% | 691,309 | $51.6M |
| ROKU ROKU INC | 10.9% | Added +35.6% | 492,874 | $43.1M |
| DESP1EUR DESPEGAR.COM CORP | 8.4% | Added +17.8% | 5,890,786 | $33.4M |
| AYXEUR ALTERYX INC - CLASS A | 8.2% | Reduced −28.7% | 340,895 | $32.4M |
| PYPL PAYPAL HOLDINGS INC | 6.1% | Reduced −41.7% | 253,557 | $24.3M |
Sold positions
| Holding | Shares sold | Prior value |
|---|---|---|
| EBAY EBAY INC | 934,115 | $33.7M |
Holdings reflect long positions disclosed in 13F filings only and exclude short positions, cash, and other non-13F assets. Holdings data sourced from SEC EDGAR. Not investment advice. Full disclaimer.